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CIK: 0001575239
Total reported value
$6.4B
$6.4B
1031 檔
11.2%
During the Q1 2025 filing period, Perigon Wealth Management, LLC (CIK: 0001575239) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $6.4B across 1031 reported positions.
In Q1 2025, Perigon Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, IVV) accounted for 11.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $250.8M
Showing top 200 holdings (of 1031 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.44% | -0.04% | -3.05% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.87% | -0.02% | -2.07% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.74% | -0.02% | -5.10% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.12% | +0.15% | +0.53% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | — | -0.18% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.16% | -2.57% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.50% | +0.70% | -4.61% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | — | +2.17% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.36% | +0.02% | -0.10% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | -0.01% | -0.44% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.13% | -0.32% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.05% | -0.10% | +0.44% | |
| 13 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.04% | +0.05% | +0.72% | |
| 14 | OXY | Occidental Petroleum CORP | Stock-Energy | 1.03% | -0.33% | -0.05% | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.05% | -2.98% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.11% | +4.03% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.01% | -3.03% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.03% | -1.10% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.78% | +0.09% | -25.85% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.07% | -1.14% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.76% | +0.01% | +11.60% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.05% | -3.79% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.71% | -0.26% | +11.11% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.68% | -0.04% | +8.26% | |
| 25 | BBIN | JPM Betabuilders Intl Eqty | ETF-Other | 0.68% | -0.03% | +17.47% | |
| 26 | MCO | Moody's CORP | Stock-Financials | 0.66% | -0.04% | -0.12% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.65% | +0.09% | -0.15% | |
| 28 | DFAI | Dimensional International Co | ETF-Other | 0.62% | -0.06% | +6.29% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.62% | — | +27.29% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-Other | 0.61% | -0.04% | -8.18% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | +0.05% | +44.10% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.04% | +0.21% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | +0.01% | -4.56% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | — | -1.06% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.06% | +3.91% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.52% | -0.14% | +24.69% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.02% | +1.20% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.50% | -0.15% | +37.23% | |
| 39 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.49% | -0.03% | +169.50% | |
| 40 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.49% | +0.01% | +8.38% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.49% | +0.03% | +7.06% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.49% | -0.02% | -26.60% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.49% | -0.07% | -2.26% | |
| 44 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.46% | +0.01% | +6.67% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.44% | -0.10% | -10.29% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.44% | -0.01% | +9.24% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.41% | -0.02% | -0.64% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.41% | +0.06% | -10.19% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.40% | — | +2.38% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.40% | — | +3.88% |
According to official SEC Form 13F filings, Perigon Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.4B across 1031 disclosed positions in Q1 2025.
During Q1 2025, Perigon Wealth Management, LLC's top holdings by market value included AAPL (6.4%)、NVDA (4.9%)、IVV (2.7%). The largest single position, AAPL, represented 6.4% of total portfolio value.
In Q1 2025, Perigon Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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